Tilia Fiduciary Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-983
| Closed | -$75.7K | – | 159 |
|
|
2023
Q2 | $75.7K | Sell |
983
-120
| -11% | -$9.25K | 0.07% | 162 |
|
|
2023
Q1 | $82.9K | Hold |
1,103
| – | – | 0.08% | 158 |
|
|
2022
Q4 | $86.9K | Hold |
1,103
| – | – | 0.08% | 150 |
|
|
2022
Q3 | $76K | Hold |
1,103
| – | – | 0.08% | 156 |
|
|
2022
Q2 | $86K | Hold |
1,103
| – | – | 0.08% | 149 |
|
|
2022
Q1 | $84K | Hold |
1,103
| – | – | 0.07% | 169 |
|
|
2021
Q4 | $94K | Buy |
+1,103
| New | +$94K | 0.08% | 162 |
|